Gesa Credit Union - Guided Wealth Portfolios

The New Managed Platform

With access to cutting-edge technology combined with convenience and transparency of a 24/7 solutions, the Guided Wealth Portfolio model is now available through LPL Financial.

Guided Wealth Portfolio offers investment management designed to help you pursue your financial objectives with access to a dynamic dashboard that can help you monitor your own progress towards financial goals.

Guided Wealth Portfolios are available to investors age 62 and younger with at least $5,000 to invest.

Open an account with a lower account minimum than traditionally available.
Ability to make easy one-time and monthly contributions without having to walk into a branch or talk to an Advisor.
A portfolio that is monitored daily as markets move and rebalanced as needed.
The convenience of an online tool.
When you need an Advisor, one is available.

Open an account with as little as $5,000 and add as much, or as little, as you want over time.

Get Started Today!

Learn about the account opening process

Ready to open an account?

Contact an LPL Wealth Advisor today at 509.378.3380

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Gesa Investment Services

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Gesa Credit Union deposits and are not NCUA insured. These products are not obligations of Gesa Credit Union and are not endorsed, recommended or guaranteed by Gesa Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. Guided Wealth Portfolio (GWP) is an investment advisory program sponsored by LPL Financial LLC (LPL), an SEC registered investment advisor and member of FINRA/SIPC, and subadvised by FutureAdvisor, an SEC registered investment advisor. GWP uses proprietary, automated, computer algorithms of FutureAdvisor to generate investment recommendations based upon model portfolios constructed by LPL. SEC registration does not constitute an endorsement of the firm by the SEC and does not imply a certain level of skill or training. Securities offered by LPL. FutureAdvisor and LPL are non-affiliated entities. If you are receiving advisory services in GWP from a separately registered investment advisor firm other than LPL or FutureAdvisor, LPL and FutureAdvisor are not affiliates of such advisor.

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial or its licensed affiliates. The investment products sold through LPL Financial are not insured Gesa Credit Union deposits and are not NCUA insured. These products are not obligations of Gesa Credit Union and are not endorsed, recommended or guaranteed by Gesa Credit Union or any government agency. The value of the investment may fluctuate, the return on the investment is not guaranteed, and loss of principal is possible. LPL Financial and Gesa Credit Union are not affiliated. *LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.